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What’s Really Driving Private Credit Interest? A Look Behind the Allocation

What’s Really Driving Private Credit Interest? A Look Behind the Allocation

Private credit continues to pull capital in 2025—but not everyone is chasing it for the same reason.

Monthly Deep DiveMonthly Deep Dive
Private Equity Exits in 2025: Navigating Uncertainty with Strategic Flexibility

Private Equity Exits in 2025: Navigating Uncertainty with Strategic Flexibility

How evolving liquidity tools, longer holds, and operational excellence are reshaping the modern exit landscape

Weekly Round UpWeekly Round Up
$350B Middle Market Ascends | PE Volume Down, Value Up | The 10–15% AI Power Spike

$350B Middle Market Ascends | PE Volume Down, Value Up | The 10–15% AI Power Spike

Private equity is entering a new phase of higher-quality deals, longer holds, and rising AI-driven energy demand. Liquidity is tightening, but conviction is growing.

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The Classic Macroeconomic Cycle: From Jobs to the Fed to Markets

The Classic Macroeconomic Cycle: From Jobs to the Fed to Markets

For over half a century, the U.S. economy has moved to a familiar rhythm — employment weakens, the Federal Reserve reacts, and financial markets adjust.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Momentum in Motion: How the Middle Market Became the Engine of Private Deal Activity

Momentum in Motion: How the Middle Market Became the Engine of Private Deal Activity

Over the past 15 years, the U.S. middle market has evolved from a niche segment into a defining force in private capital deployment.

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Where the Smart Capital Is Going in Private Markets

Where the Smart Capital Is Going in Private Markets

Capital is getting smarter — not faster. Endowments and LPs are shifting toward steady yield, tighter allocations, and long-term conviction in private markets.

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Private Credit's Great Divergence: One asset class. Three different bets.

Private Credit's Great Divergence: One asset class. Three different bets.

Private credit is surging, but the capital behind it is far from aligned.

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U.S. Private Employment: A Modest Rebound Amid Structural Shifts

U.S. Private Employment: A Modest Rebound Amid Structural Shifts

After two months of contraction, the U.S. private labor market finally saw a modest rebound in October 2025, according to the latest ADP National Employment Report.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
University Endowments and the Rise of Alternatives: The Expanding Role of Universities as Private Equity LPs

University Endowments and the Rise of Alternatives: The Expanding Role of Universities as Private Equity LPs

University endowments have long served as the financial backbone of higher education, sustaining academic excellence, research, and student opportunity across generations.

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Liquidity, Concentration, and Big Bets: Your Weekly PE Roundup

Liquidity, Concentration, and Big Bets: Your Weekly PE Roundup

Private equity is regaining traction as $1.9T in deal flow meets tighter liquidity and disciplined diversification. Investors are balancing conviction and caution in a cautiously reopening market.

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2 Signals, Some Noise

2 Signals, Some Noise

Last week offered two potent signals amid the haze of political theatre and macroeconomic crosscurrents:

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Neither Overconcentration nor Overdiversification, the 12-24 Rule

Neither Overconcentration nor Overdiversification, the 12-24 Rule

Portfolio concentration has long been both the source of extraordinary returns and the downfall of many investors.

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